When Two Minds Make One Maestro
Adapted from Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, which will be published by Harriman House in March 2026.
Adapted from Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, which will be published by Harriman House in March 2026.
This quarter’s results show a shift in the drivers of decision-making skill — from stock selection toward capital-allocation and timing decisions.
The question of whether quarterly earnings reporting promotes or undermines long-term value creation is back on the table. With U.S. policymakers once again considering a shift to semi-annual reporting, it’s worth asking: what would such a change really mean?
Adapted from Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, which will be published by Harriman House in March 2026.
From Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, to be published by Harriman House in March 2026.
Reversing a downward trend, active equity manager decision-making added value in the three years ending 30 June 2025.
From Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, to be published by Harriman House in March 2026.
Knowing what to ask – and how to ask it – matter more than ever.
As decision-making scores extend a multi-quarter decline, skilled managers continue to stand out for their consistent performance.
Our 36-month decision-skills analysis finds strength in small caps, declining hit rates, and a new leader in our ranking.